WealthSpring Partners, LLC

All 13F Filings

Location
Long Beach, CA
Most recent 13F
Q2 2026
Holdings value ($000)
116,364
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 71 116,364 13F-HR WealthSpring Partners, LLC
Q1 2026 4/20/2026 72 108,988 13F-HR WealthSpring Partners, LLC
Q4 2025 2/12/2026 58 97,607 13F-HR WealthSpring Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 35.62 K 30.6% 662 0 662
ETFs 80.74 K 69.4% 6.713 K 0 6.713 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
116,364
Holdings
71
QoQ value change ($000)
7,376 (6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.